Bogart Wealth LLC’s Toyota TM Stock Holding History

Bogart Wealth LLC’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$58.3K	Buy	346 +2	+0.6%	+$379	﹤0.01%	501
2026 Q1	$70.9K	Sell	344 -2	-0.6%	-$452	﹤0.01%	428
2025 Q4	$74.1K	Buy	346 +10	+3%	+$2.03K	﹤0.01%	383
2025 Q3	$64.2K	Hold	336	–	–	﹤0.01%	407
2025 Q2	$57.9K	Hold	336	–	–	﹤0.01%	421
2025 Q1	$59.3K	Hold	336	–	–	﹤0.01%	389
2024 Q4	$65.4K	Hold	336	–	–	﹤0.01%	363
2024 Q3	$60K	Hold	336	–	–	﹤0.01%	377
2024 Q2	$68.9K	Hold	336	–	–	﹤0.01%	343
2024 Q1	$84.6K	Hold	336	–	–	﹤0.01%	300
2023 Q4	$61.6K	Hold	336	–	–	﹤0.01%	339
2023 Q3	$60.4K	Hold	336	–	–	﹤0.01%	320
2023 Q2	$54K	Hold	336	–	–	﹤0.01%	319
2023 Q1	$47.6K	Buy	336 +136	+68%	+$19.1K	﹤0.01%	326
2022 Q4	$27.3K	Hold	200	–	–	﹤0.01%	381
2022 Q3	$26K	Hold	200	–	–	﹤0.01%	397
2022 Q2	$31K	Hold	200	–	–	﹤0.01%	361
2022 Q1	$36K	Hold	200	–	–	﹤0.01%	314
2021 Q4	$37K	Hold	200	–	–	﹤0.01%	298
2021 Q3	$36K	Hold	200	–	–	﹤0.01%	288
2021 Q2	$35K	Hold	200	–	–	﹤0.01%	275
2021 Q1	$31K	Buy	+200	New	+$30.3K	﹤0.01%	272

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bogart Wealth LLC's TM Position: Q2 2026 in Review

Bogart Wealth LLC increased its Toyota (TM) stake by 0.58% in Q2 2026, buying an estimated $379 and bringing the position to 346 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Bogart Wealth LLC first reported a position in TM in Q1 2021 and has held it in 22 quarters since. The position peaked at $84.6K in Q1 2024. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Bogart Wealth LLC held 346 shares of Toyota worth $58.3K as of Q2 2026.
Bogart Wealth LLC bought 2 Toyota shares in Q2 2026, an estimated $379.
Toyota made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #501 holding.
Bogart Wealth LLC first reported a position in Toyota in Q1 2021 and has held it in 22 quarters since.
Bogart Wealth LLC's Toyota position peaked at $84.6K in Q1 2024.
644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.